Presentation
How Will AI Drive EDA and IP Growth
DescriptionWith the advent of generative AI, the landscape of the semiconductor industry is changing. AI is accelerating the in-sourcing of semiconductor design by systems companies. Vertical integration from silicon to systems is on the rise. One of the consequences of this changing landscape is that chip design appears to be capturing a greater piece of the pie in semiconductor value chain. This trend represents a major opportunity for the EDA and IP industry, who are the pick-and-shovel provider to the AI gold rush. In this presentation, we review the latest trends in semiconductors and explain why we think EDA and IP industry is the place to be in the AI super cycle.
Event Type
Analyst Presentation
TimeSunday, June 235:00pm - 6:00pm PDT
Location3002, 3rd Floor
AI
EDA
IP